Morgan Stanley Focus Growth B
522 Fifth Avenue 19th Flr. Jersey City NJ 07311
Map
Phone: 800-869-6397
| Category: | Large Growth | | Fund Family: | Morgan Stanley | | Net Assets: | 425.19M | | Year-to-Date Return: | -13.00% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Mar-80 |
|
Dennis P. Lynch
Lead Manager since
30-Jun-04 | | | Dennis is the team leader for New York-based U.S. Growth investing. He joined Morgan Stanley in 1998 and has 13 years of investment experience. Prior to joining the firm, he worked as a sell-side analyst for JPMorgan Securities. Dennis received a B.A. in political science from Hamilton College and an M.B.A. with honors in finance from Columbia University. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment seeks long-term capital growth. The fund normally invests at least 65% of assets in a portfolio of common stocks (including depositary receipts), and invests the remaining 35% of assets in convertible securities, preferred securities, fixed-income securities and options and futures. The fund may invest up to 20% of assets in foreign securities. It is nondiversified. |
| Last Dividend
(21-Jun-96):
| 0.01 | | Last Cap Gain
(22-Jun-01):
| 0.42 | | Annual Holdings Turnover
| 48.00% | | Average for Category:
| 98.99% |
|
| Expense | AMOBX | Category
Avg | | Total Expense Ratio: | 1.75%
| 1.36% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 5.00%
| 2.69% | | 3 Yr Expense Projection*: |
$851 | $623 | | 5 Yr Expense Projection*: |
$1,149 | $956 | | 10 Yr Expense Projection*: |
$1,864 | $1,887 |
|
|
2.99% Nasdaq 0.00%
Profile
